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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-05 |
| PA | RA | APPROVED | 2012-11-09 |
Branch Locations
595 E Swedesford Road Suite 360, Wayne, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wayne | PA | 11/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Wayne | PA | 11/2012 | Present |
| Birch Run Financial | Wayne | PA | 11/2016 | Present |
(1) Name of Business: Birch Run Financial Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/16/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (2) Name of Business: Mastering the Money Mind Address: 120 Brookside Road, Newtown Square, PA, 19073, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-20 |
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